Dimensional Emrg MRKT CoreDFEMETF
13F holders, Q1 2026 (March 31)561holders +33
53new positions
15sold out
3famous investors
$34.75avg. 13F price*
At the end of Q1 2026, 561 institutions reported holding Dimensional Emrg MRKT Core (DFEM) in their 13F filings, up 33 from Q4 2025. 53 opened new positions and 15 sold out. The largest holders were Forum Financial Management, LP ($566.8M), Focus Partners Wealth ($311.8M) and Focus Partners Advisor Solutions, LLC ($266.0M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Dimensional Emrg MRKT Core
- CUSIP
- 25434V732
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $152.5M |
| Exits | 15 | $16.4M |
All 13F filers, Q4 2025 → Q1 2026: 15,404,284 shares bought and 5,591,954 shares sold, net +9,812,330 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 561 holders
| Forum Financial Management, LP | 8.02% | Reduce -6.7% | 16,404,290 | $566.8M |
| Focus Partners Wealth | 0.35% | Add +7.8% | 9,014,872 | $311.8M |
| Focus Partners Advisor Solutions, LLC | 2.68% | Add +9.8% | 7,702,569 | $266.0M |
| Corient Private Wealth LP | 0.35% | Reduce -0.4% | 7,035,546 | $243.1M |
| Sequoia Financial Advisors, LLC | 1.04% | Add +7.6% | 5,345,392 | $184.7M |
| Truepoint, Inc. | 4.07% | Add +5.8% | 5,286,463 | $182.6M |
| Savant Capital, LLC | 0.71% | Add +59.6% | 4,227,172 | $146.0M |
| HBK Sorce Advisory LLC | 2.71% | Add +4.2% | 3,249,517 | $132.7M |
| HighTower Advisors, LLC | 0.12% | Reduce -14.4% | 3,220,182 | $111.3M |
| Forvis Mazars Wealth Advisors, LLC | 2.03% | Add +9.6% | 3,091,483 | $106.8M |
| Parcion Private Wealth LLC | 5.74% | Reduce -2.6% | 2,677,850 | $92.5M |
| Asset Dedication, LLC | 6.01% | Reduce -5.0% | 2,484,046 | $85.8M |
| Evensky & Katz LLC | 4.64% | Reduce -2.2% | 2,363,205 | $81.6M |
| Greenspring Advisors, LLC | 4.87% | Add +0.6% | 2,314,462 | $80.0M |
| JMG Financial Group, Ltd. | 2.20% | Add +8.6% | 2,312,160 | $79.9M |
| Rockwood Wealth Management, LLC | 5.58% | Add +7.7% | 2,254,397 | $77.9M |
| Maseco LLP | 2.43% | Add +7.6% | 2,245,751 | $77.5M |
| LPL Financial LLC | 0.02% | Add +2.9% | 2,055,130 | $71.0M |
| RW Investment Management LLC | 6.60% | — | 1,972,853 | $68.2M |
| Apella Capital, LLC | 0.95% | Add +20.8% | 1,657,178 | $64.0M |
| Cwm, LLC | 0.17% | Add +9.1% | 1,827,269 | $63.1M |
| Awm Capital, LLC | 5.65% | Add +0.1% | 1,807,261 | $62.4M |
| Beacon Pointe Advisors, LLC | 0.32% | Add +2.5% | 1,745,554 | $60.3M |
| Bank of Montreal | 0.02% | Add +4.1% | 1,737,396 | $60.0M |
| Sageworth Trust Co | 2.45% | Add +7.2% | 1,649,406 | $57.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +35.7% | 1,494,924 | $51.6M |
| Symmetry Partners, LLC | 2.91% | Add +2.9% | 1,472,478 | $50.9M |
| Hill Investment Group Partners, LLC | 5.49% | Reduce -0.9% | 1,438,629 | $49.7M |
| Mariner, LLC | 0.05% | Add +30.7% | 1,343,643 | $46.4M |
| EnRich Financial Partners LLC | 11.66% | Reduce -0.7% | 1,272,479 | $44.0M |
| Plancorp, LLC | 1.15% | Add +14.1% | 1,100,863 | $40.5M |
| Great Oak Capital Partners, LLC | 9.40% | Add +1.1% | 1,102,285 | $40.4M |
| Brighton Jones LLC | 0.86% | Add +5.0% | 1,127,131 | $38.9M |
| Oakwell Private Wealth Management, LLC | 6.90% | Add +5.4% | 1,119,116 | $38.7M |
| Phillips Financial Management, LLC | 2.78% | Reduce -8.6% | 1,107,968 | $38.3M |
| Jane Street Group, LLC | 0.04% | New | 1,100,820 | $38.0M |
| OneDigital Investment Advisors LLC | 0.37% | Add +1.6% | 1,081,245 | $37.4M |
| Mosaic Family Wealth Partners, LLC | 3.76% | Add +0.8% | 1,062,087 | $36.7M |
| Mercer Global Advisors Inc. | 0.05% | Add +8.4% | 1,054,229 | $36.4M |
| Elser Financial Planning, Inc | 1.73% | New | 1,043,991 | $35.7M |
| Burton Enright Welch | 4.85% | Reduce -0.2% | 1,031,628 | $35.6M |
| Rather & Kittrell, Inc. | 5.49% | Add +0.6% | 1,030,428 | $35.6M |
| Vestmark Advisory Solutions, Inc. | 0.38% | Add +96.4% | 999,519 | $34.5M |
| Kooman & Associates | 10.30% | Reduce -1.1% | 999,510 | $34.5M |
| Seaside Wealth Management, Inc. | 9.38% | Add +0.8% | 965,195 | $33.3M |
| Rockbridge Investment Management, LCC | 2.92% | Reduce -3.1% | 941,289 | $32.5M |
| Betterment LLC | 0.06% | Add +4.0% | 925,468 | $32.0M |
| First Financial Bank - Trust Division | 2.52% | Add +9.2% | 906,047 | $31.3M |
| Miramar Fiduciary Corp | 25.56% | Reduce -8.3% | 902,483 | $31.2M |
| Monograph Wealth Advisors, LLC | 2.96% | Add +3.1% | 902,335 | $31.2M |
| Your Advocates Ltd., LLP | 9.24% | Add +1.1% | 877,152 | $30.3M |
| Leading Edge Financial Planning LLC | 6.32% | Add +4.6% | 868,700 | $30.0M |
| Bank of America Corp. | 0.00% | Add +7.1% | 804,302 | $27.8M |
| Sensible Money, LLC | 7.91% | Add +4.0% | 752,742 | $26.0M |
| Syverson Strege & Co | 6.21% | Reduce -1.3% | 747,068 | $25.8M |
| DiNuzzo Private Wealth, Inc. | 2.76% | Add +0.7% | 740,196 | $25.6M |
| Financial Plan, Inc. | 2.70% | Add +9.4% | 730,190 | $25.2M |
| Stratos Investment Management, LLC | 0.99% | Reduce -0.8% | 717,137 | $24.8M |
| Peapack Gladstone Financial Corp. | 0.31% | Add +16.0% | 706,356 | $24.4M |
| Peterson Wealth Advisors, LLC | 3.22% | Reduce -1.5% | 700,249 | $24.2M |
| AdvisorNet Financial, Inc | 1.23% | Add +6.0% | 688,384 | $23.8M |
| RS Crum Inc. | 4.53% | Reduce -1.5% | 678,243 | $23.4M |
| Integris Wealth Management, LLC | 5.37% | Reduce -0.0% | 676,592 | $23.4M |
| Eaton-Cambridge Inc. | 7.09% | Add +0.8% | 655,618 | $22.7M |
| Financial Engines Advisors L.L.C. | 0.05% | Reduce -2.0% | 653,812 | $22.6M |
| RFG Advisory, LLC | 0.41% | Add +95.4% | 637,968 | $22.0M |
| Premier Financial Group | 3.64% | Add +0.1% | 608,840 | $21.4M |
| Stordahl Capital Management, Inc. | 4.37% | Reduce -5.3% | 614,698 | $21.2M |
| Tencap Wealth Coaching, LLC | 7.81% | Reduce -2.3% | 600,108 | $20.8M |
| Commonwealth Equity Services, LLC | 0.03% | Add +0.6% | 598,414 | $20.7M |
| Keb Asset Management, LLC | 3.90% | Add +4.3% | 589,730 | $20.4M |
| BCR Wealth Strategies, LLC | 6.36% | Add +2.6% | 587,683 | $20.3M |
| Evanson Asset Management, LLC | 1.09% | Add +1.3% | 586,553 | $20.3M |
| Pinnacle Financial Group, LLC / IL | 5.50% | Reduce -14.1% | 580,417 | $20.1M |
| Heritage Investment Group, Inc. | 2.98% | Add +1.8% | 569,197 | $19.7M |
| Private Wealth Management Group, LLC | 5.09% | Add +0.1% | 561,409 | $19.4M |
| Emprise Bank | 7.56% | Add +11.3% | 544,566 | $18.8M |
| Ballentine Capital Advisors, Inc | 7.78% | Add +0.2% | 543,826 | $18.8M |
| Cambridge Financial Group, LLC | 6.33% | Reduce -0.7% | 541,634 | $18.7M |
| Creative Planning | 0.01% | Add +8.5% | 540,748 | $18.7M |
| Arax Advisory Partners | 0.52% | Reduce -11.4% | 535,848 | $18.5M |
| Aspen Capital Management, LLC | 4.57% | Add +1.8% | 534,371 | $18.5M |
| Capstone Capital LLC | 11.67% | Reduce -0.9% | 524,272 | $18.1M |
| Sachem Hill LLC | 3.45% | Reduce -0.9% | 514,846 | $17.8M |
| Concurrent Investment Advisors, LLC | 0.19% | New | 507,422 | $17.5M |
| Leonard Rickey Investment Advisors P.L.L.C. | 3.02% | Add +0.2% | 505,934 | $17.5M |
| Henrickson Nauta Wealth Advisors, Inc. | 4.81% | Reduce -45.6% | 495,857 | $17.1M |
| Flagstone Financial Management | 4.18% | Reduce -1.0% | 487,786 | $16.9M |
| von Borstel & Associates, Inc. | 3.82% | Reduce -6.0% | 483,300 | $16.7M |
| Planning Center, Inc. | 1.69% | Reduce -2.0% | 481,746 | $16.6M |
| Squire Investment Management Company, LLC | 4.62% | Add +8.0% | 480,638 | $16.6M |
| Financial Planning Navigators CORP | 7.27% | Add +1.3% | 479,758 | $16.6M |
| Peirce Capital Management, LLC | 6.45% | Reduce -3.1% | 477,032 | $16.5M |
| Discipline Wealth Solutions, LLC | 1.72% | Add +11.5% | 472,869 | $16.3M |
| Allworth Financial LP | 0.07% | Add +37.3% | 466,637 | $16.1M |
| Equita Financial Network, Inc. | 5.03% | Reduce -7.9% | 463,400 | $16.0M |
| Financial Symmetry Inc | 5.66% | Add +6.4% | 410,023 | $15.9M |
| Verisail Partners, LLC | 6.46% | Reduce -1.5% | 460,927 | $15.9M |
| Straight Path Wealth Management | 4.24% | Add +4.5% | 458,952 | $15.9M |
| Kondo Wealth Advisors, Inc. | 5.97% | Add +1.0% | 458,758 | $15.9M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +35.6% | 455,424 | $15.7M |
| Bank of New York Mellon Corp | 0.00% | New | 449,339 | $15.5M |
| DecisionPoint Financial, LLC | 3.25% | Add +1.6% | 436,633 | $15.1M |
| Old Mission Capital LLC | 0.36% | Add +30.3% | 435,848 | $15.1M |
| Cardiff Park Advisors, LLC | 1.17% | Add +0.1% | 423,256 | $14.6M |
| Bfsg, LLC | 1.34% | Add +0.4% | 408,581 | $14.1M |
| Hassell Wealth Management, LLC | 4.67% | Add +0.5% | 403,251 | $13.9M |
| Aerodigm Wealth, LLC | 5.15% | Add +3.9% | 396,178 | $13.7M |
| Cravens & Co Advisors, LLC | 8.70% | Add +0.8% | 387,691 | $13.4M |
| Level Financial Advisors | 3.42% | Add +7.4% | 387,681 | $13.4M |
| Brady Martz Wealth Solutions, LLC | 2.21% | Add +7.4% | 374,932 | $13.0M |
| Rachor Investment Advisory Services, LLC | 6.62% | Reduce -4.9% | 364,625 | $12.6M |
| Jackson Thornton Wealth Management, LLC | 1.12% | Reduce -56.2% | 337,622 | $12.4M |
| Krilogy Financial LLC | 0.40% | Reduce -4.3% | 327,231 | $12.4M |
| Foundation Wealth Management, LLC\PA | 4.32% | Add +9.1% | 354,625 | $12.3M |
| New Dimensions Wealth Management, LLC | 10.29% | Reduce -3.9% | 349,966 | $12.1M |
| Physician Wealth Solutions Inc. | 4.96% | Reduce -2.7% | 347,110 | $12.0M |
| BCU Wealth Advisors, LLC | 4.47% | Reduce -3.2% | 346,910 | $12.0M |
| Northwest Wealth Management, LLC | 1.80% | Add +11.6% | 345,770 | $11.9M |
| JGP Wealth Management, LLC | 1.24% | Add +2.0% | 345,414 | $11.9M |
| HMV Wealth Advisors, LLC | 5.59% | Add +8.7% | 344,552 | $11.9M |
| Blume Capital Management, Inc. | 2.02% | Add +2.4% | 343,736 | $11.9M |
| Kaufman Rossin Wealth, LLC | 6.79% | Add +1.5% | 342,787 | $11.8M |
| Family Wealth Partners, LLC | 4.00% | Add +12.3% | 339,507 | $11.7M |
| Trust Co of the South | 1.88% | Add +2.5% | 338,197 | $11.7M |
| Watchman Group, Inc. | 2.76% | Reduce -2.3% | 330,236 | $11.4M |
| Causey Wealth LLC | 4.80% | Reduce -1.1% | 327,277 | $11.3M |
| Hurlow Wealth Management Group, Inc. | 2.67% | Add +10.8% | 324,748 | $11.2M |
| NewEdge Advisors, LLC | 0.04% | Reduce -3.4% | 324,333 | $11.2M |
| Vannoy Advisory Group, Inc. | 6.98% | Reduce -1.7% | 319,002 | $11.0M |
| Burk Holdings LLC | 4.72% | Add +2.0% | 318,891 | $11.0M |
| Integrity Advisory Solutions, LLC | 1.46% | Add +7.1% | 318,884 | $11.0M |
| Integrity Alliance, Llc. | 0.42% | Reduce -0.1% | 316,395 | $10.9M |
| Prospect Financial Group LLC | 10.08% | Reduce -1.8% | 315,864 | $10.9M |
| Factor Wealth Management LTD | 2.05% | Add +50.0% | 315,453 | $10.9M |
| Midwest Trust Co | 0.13% | Add +9.4% | 311,106 | $10.7M |
| Mattern Wealth Management LLC | 2.07% | Add +4.8% | 307,219 | $10.6M |
| Versant Capital Management, Inc | 1.04% | Add +24.5% | 306,629 | $10.6M |
| Mills Wealth Advisors LLC | 3.68% | Reduce -2.8% | 304,956 | $10.5M |
| Fortitude Family Office, LLC | 2.36% | Add +12.0% | 303,686 | $10.5M |
| Ruedi Wealth Management, Inc. | 2.69% | Reduce -2.1% | 302,689 | $10.5M |
| HTG Investment Advisors, Inc. | 2.96% | Add +1.9% | 300,436 | $10.4M |
| Foundations Investment Advisors, LLC | 0.13% | Add +11.9% | 298,147 | $10.3M |
| Conrad Siegel Investment Advisors, Inc. | 1.84% | Add +113.4% | 294,570 | $10.2M |
| One Degree Advisors Inc | 2.64% | Add +7.7% | 290,920 | $10.1M |
| Tilson Financial Group, Inc. | 2.88% | Add +3.6% | 277,714 | $9.6M |
| Quarry Hill Advisors, LLC | 3.94% | Add +2.9% | 248,043 | $9.6M |
| United Wealth Management, LLC | 2.35% | Add +1.8% | 273,183 | $9.4M |
| Friday Financial | 3.22% | Reduce -2.5% | 270,082 | $9.3M |
| American Investment Services, Inc. | 2.08% | Add +1.6% | 269,564 | $9.3M |
| Hippocratic Financial Advisors, LLC | 4.08% | Add +1.0% | 269,104 | $9.3M |
| Integrated Wealth Concepts LLC | 0.07% | Add +0.2% | 268,823 | $9.3M |
| Goldman Sachs Group Inc. | 0.00% | New | 265,241 | $9.2M |
| Scratch Capital LLC | 5.22% | Add +23.0% | 263,589 | $9.1M |
| BCO Wealth Management LLC | 5.38% | Add +0.8% | 259,171 | $9.0M |
| SwitchPoint Financial Planning, LLC | 6.03% | Add +2.9% | 257,206 | $8.9M |
| XY Planning Network, Inc. | 1.41% | Add +5.7% | 253,398 | $8.8M |
| Wealth Advisors Northwest LLC | 3.66% | Add +4.9% | 252,381 | $8.7M |
| SC&H Financial Advisors, Inc. | 1.30% | Add +3.2% | 249,065 | $8.6M |
| Bridge Generations Wealth Management LLC | 4.92% | Reduce -0.1% | 248,400 | $8.6M |
| DAVENPORT & Co LLC | 0.05% | Add +6.9% | 247,167 | $8.5M |
| Lutz Financial Services LLC | 0.57% | Add +2.3% | 245,676 | $8.5M |
| JFS Wealth Advisors, LLC | 0.47% | Add +11.9% | 243,468 | $8.4M |
| B&D White Capital Company, LLC | 1.03% | Add +13.2% | 242,203 | $8.4M |
| Clarity Wealth Development LLC | 6.69% | Add +6.0% | 237,375 | $8.2M |
| Tillman Hartley LLC | 2.06% | Reduce -7.0% | 237,331 | $8.2M |
| Hiley Hunt Wealth Management | 3.61% | Add +2.8% | 236,948 | $8.2M |
| Client 1ST Advisory Group, LLC | 2.43% | Add +13.8% | 231,412 | $8.0M |
| Gradient Capital Advisors, LLC | 2.06% | Reduce -0.4% | 229,480 | $7.9M |
| Passive Capital Management, LLC. | 2.35% | Add +4.7% | 228,197 | $7.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -8.4% | 227,371 | $7.9M |
| MML Investors Services, LLC | 0.02% | Reduce -13.7% | 226,717 | $7.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.44% | Reduce -9.6% | 223,810 | $7.7M |
| Pacific Asset Management, LLC | 4.27% | Add +3.9% | 221,286 | $7.6M |
| Financial Harvest, LLC | 4.49% | Add +4.7% | 220,589 | $7.6M |
| O'Connor Financial Group LLC | 3.11% | Reduce -0.4% | 219,814 | $7.6M |
| Orion Porfolio Solutions, LLC | 0.06% | Add +2.1% | 218,740 | $7.6M |
| Keyvantage Wealth, LLC | 3.32% | Reduce -0.1% | 218,275 | $7.5M |
| Studio Investment Management LLC | 1.35% | Reduce -1.0% | 217,003 | $7.5M |
| Liberty Wealth Management LLC | 0.93% | Reduce -1.1% | 214,986 | $7.4M |
| Truist Financial Corp. | 0.01% | Add +19.6% | 214,180 | $7.4M |
| Klaas Financial Asset Advisors, LLC | 0.96% | Reduce -81.5% | 201,838 | $7.0M |
| E-Wealth Partners, LLC | 5.42% | Add +6.1% | 193,696 | $6.7M |
| ARK & TLK Investments, LLC | 1.78% | Reduce -7.3% | 190,297 | $6.6M |
| KFG Wealth Management, LLC | 0.85% | Add +1.9% | 189,774 | $6.6M |
| HB Wealth Management, LLC | 0.04% | Reduce -6.4% | 187,995 | $6.5M |
| Longview Financial Advisors LLC | 3.45% | Add +1.2% | 183,575 | $6.3M |
| Kestra Advisory Services, LLC | 0.02% | Add +7.0% | 182,731 | $6.3M |
| Raymond James Financial Inc. | 0.00% | Add +29.4% | 180,357 | $6.2M |
| SageOak Financial, LLC | 4.37% | Reduce -1.7% | 179,217 | $6.2M |
| Morgan Stanley | 0.00% | Add +104.0% | 176,644 | $6.1M |
| Vestia Personal Wealth Advisors | 2.83% | Add +2.9% | 174,654 | $6.0M |
| TFO Wealth Partners, LLC | 0.81% | Add +98.0% | 172,560 | $6.0M |
| Geneos Wealth Management Inc. | 0.14% | Add +8.1% | 172,545 | $6.0M |
| Modern Wealth Management, LLC | 0.10% | Reduce -1.4% | 169,612 | $5.9M |
| Osaic Holdings, Inc. | 0.01% | Reduce -38.4% | 170,685 | $5.9M |
| LifeGuide Financial Advisors, LLC | 1.85% | Add +6.5% | 167,539 | $5.8M |
| North Ridge Wealth Advisors, Inc. | 3.25% | Reduce -6.4% | 166,953 | $5.8M |
| Vantage Point Financial LLC | 2.01% | Reduce -7.8% | 165,598 | $5.7M |
| Arcadia Wealth Management, Inc. | 3.07% | Add +3.2% | 164,437 | $5.7M |
| RCS Financial Planning, LLC | 2.90% | Reduce -1.6% | 161,993 | $5.6M |
| Claris Advisors, LLC / Mo / | 1.67% | Add +4.3% | 161,113 | $5.6M |
| HBE Wealth Management, LLC | 4.77% | Add +8.1% | 158,508 | $5.5M |
| Foundry Financial LLC | 2.30% | Add +15.0% | 157,345 | $5.4M |
| Vistica Wealth Advisors, LLC | 5.35% | Reduce -5.2% | 155,329 | $5.4M |
| Parkwoods Wealth Partners, LLC | 1.31% | Add +91.6% | 154,978 | $5.4M |
| JPMorgan Chase & Co. | 0.00% | Add +42.4% | 156,543 | $5.2M |
| Cloud Capital Management, LLC | 2.27% | Add +39.0% | 150,562 | $5.2M |
| Park Avenue Securities LLC | 0.04% | New | 149,318 | $5.2M |
| Sensenig Capital Advisors, Inc | 5.28% | Reduce -16.0% | 149,047 | $5.1M |
| Prism Planning Partners LLC | 6.01% | Add +3.2% | 147,091 | $5.1M |
| NorthAvenue LLC | 4.01% | Reduce -1.5% | 146,156 | $5.0M |
| Avant Financial Advisors LLC | 3.34% | Add +0.3% | 137,473 | $4.7M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -2.5% | 136,637 | $4.7M |
| TCI Wealth Advisors, Inc. | 0.25% | Reduce -0.4% | 135,483 | $4.7M |
| Professional Financial Solutions LLC | 4.15% | Add +5.3% | 135,143 | $4.7M |
| AQR Capital Management | 0.00% | Add +60.0% | 134,756 | $4.7M |
| Farther Finance Advisors, LLC | 0.04% | Add +82.1% | 131,587 | $4.6M |
| Hutchens & Kramer Investment Management Group, LLC | 1.44% | Reduce -1.5% | 132,269 | $4.6M |
| Pillar Financial Advisors, LLC | 2.67% | Reduce -6.2% | 132,011 | $4.6M |
| CogentBlue Wealth Advisors, LLC | 3.04% | Add +0.8% | 130,964 | $4.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 128,722 | $4.4M |
| BetterWealth, LLC | 0.87% | Reduce -1.1% | 127,767 | $4.4M |
| Aspen Wealth Management LLC | 0.88% | Add +30.1% | 127,147 | $4.4M |
| Riverchase Wealth Management, LLC | 2.28% | Reduce -2.0% | 126,761 | $4.4M |
| Bridgewater Advisors Inc. | 0.26% | Add +10.7% | 108,245 | $4.4M |
| Citadel Advisors | 0.00% | New | 125,961 | $4.4M |
| Visionary Wealth Advisors | 0.19% | Add +3.0% | 125,845 | $4.3M |
| American Capital Advisory, LLC | 1.74% | Add +15.3% | 124,174 | $4.3M |
| Sageworth Trust Co of South Dakota | 3.30% | Add +0.4% | 120,544 | $4.2M |
| Avior Wealth Management, LLC | 0.12% | Add +2.7% | 120,149 | $4.2M |
| Outbound Financial Inc | 3.11% | Add +7.8% | 119,938 | $4.1M |
| Porter White Investment Advisors, Inc. | 1.65% | Add +1.0% | 119,559 | $4.1M |
| Rehmann Capital Advisory Group | 0.21% | Reduce -1.5% | 118,967 | $4.1M |
| Accurate Wealth Management, LLC | 0.49% | Add +0.6% | 110,966 | $4.1M |
| Vista Capital Partners, Inc. | 0.40% | Add +1.8% | 115,934 | $4.0M |
| Apollon Wealth Management, LLC | 0.06% | Add +1.8% | 115,621 | $4.0M |
| Fiduciary Financial Group, LLC | 0.53% | Add +11.6% | 114,788 | $4.0M |
| SJS Investment Consulting Inc. | 0.47% | Reduce -1.3% | 111,302 | $3.8M |
| M Holdings Securities, Inc. | 0.26% | Add +1.7% | 98,384 | $3.8M |
| Grand Wealth Management, LLC | 1.78% | Reduce -8.3% | 109,397 | $3.8M |
| Legacy Financial Group, Inc. | 1.00% | Add +0.6% | 109,028 | $3.8M |
| Susquehanna International Group, LLP | 0.00% | New | 108,500 | $3.7M |
| Family Office Research LLC | 1.62% | Reduce -0.3% | 108,015 | $3.7M |
| Kane Co Wealth Management, Inc. | 3.08% | Add +6.0% | 105,727 | $3.7M |
| Wheels Up Wealth, Inc. | 3.41% | Reduce -2.1% | 105,015 | $3.6M |
| Sowell Financial Services LLC | 0.13% | Add +0.5% | 103,570 | $3.6M |
| Captrust Financial Advisors | 0.01% | Add +4.4% | 102,011 | $3.5M |
| Five Oceans Advisors | 1.26% | Reduce -3.4% | 100,442 | $3.5M |
| Signature Resources Capital Management, LLC | 1.60% | Add +1.8% | 97,762 | $3.4M |
| Shore Point Advisors, LLC | 1.32% | Add +7.4% | 96,744 | $3.3M |
| Strengthening Families & Communities, LLC | 0.83% | Add +14.6% | 96,688 | $3.3M |
| Capstone Wealth Management, LLC | 2.32% | Add +4.9% | 96,331 | $3.3M |
| CFS Investment Advisory Services, LLC | 0.23% | Reduce -4.7% | 84,948 | $3.3M |
| JDH Wealth Management, LLC | 2.21% | Reduce -3.5% | 94,899 | $3.3M |
| Graves Light Lenhart Wealth, Inc. | 0.34% | Add +78.0% | 94,530 | $3.3M |
| EverSource Wealth Advisors, LLC | 0.10% | Add +5.3% | 94,264 | $3.3M |
| Waterfront Wealth Inc. | 0.60% | Reduce -6.5% | 94,191 | $3.3M |
| AA Financial Advisors, LLC | 0.45% | New | 91,908 | $3.2M |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 2.40% | Add +25.7% | 91,591 | $3.2M |
| Simplicity Wealth,LLC | 0.18% | Reduce -15.3% | 90,958 | $3.1M |
| CSP Financial Group, LLC | 3.20% | — | 90,559 | $3.1M |
| Chicago Partners Investment Group LLC | 0.07% | Add +55.2% | 80,156 | $3.1M |
| Cogent Strategic Wealth LLC | 3.09% | Add +6.3% | 87,023 | $3.0M |
| Austin Wealth Management, LLC | 0.67% | Reduce -40.6% | 84,979 | $3.0M |
| JNBA Financial Advisors | 0.25% | Reduce -5.3% | 85,189 | $2.9M |
| Shearwater Capital LLC | 1.51% | Add +11.1% | 83,580 | $2.9M |
| ShankerValleau Wealth Advisors, Inc. | 0.78% | Reduce -4.2% | 80,151 | $2.8M |
| BluePrint Investing LLC | 2.45% | Add +0.1% | 79,741 | $2.8M |
| W.H. Cornerstone Investments Inc. | 1.72% | Reduce -23.1% | 79,680 | $2.8M |
| Austin Asset Management Co Inc | 0.46% | Reduce -1.9% | 78,632 | $2.7M |
| Rialto Wealth Management, LLC | 0.61% | Add +25.0% | 78,441 | $2.7M |
| Abel Hall, LLC | 0.57% | Reduce -1.7% | 77,938 | $2.7M |
| Heffernan Advisory, Inc. | 2.49% | Add +7.1% | 77,703 | $2.7M |
| Signature Estate & Investment Advisors LLC | 0.05% | Reduce -1.9% | 74,628 | $2.6M |
| Root Financial Partners, LLC | 0.12% | Add +77.3% | 73,833 | $2.6M |
| Shufro Rose & Co. LLC | 0.17% | Add +14.5% | 71,378 | $2.5M |
| Keyes, Stange & Wooten Wealth Management, LLC | 1.10% | Reduce -5.0% | 71,162 | $2.5M |
| Dopkins Wealth Management, LLC | 0.94% | Add +3.3% | 67,784 | $2.3M |
| PW Advisors, LLC \ FL | 1.75% | Reduce -6.8% | 67,440 | $2.3M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +4.8% | 67,221 | $2.3M |
| Strategent Financial, LLC | 1.57% | Add +12.3% | 66,993 | $2.3M |
| Entrust Financial LLC | 1.62% | Add +379.4% | 66,938 | $2.3M |
| Triad Wealth Partners, LLC | 0.18% | Add +9.8% | 65,798 | $2.3M |
| WorthPointe, LLC | 0.61% | Add +7.9% | 65,264 | $2.3M |
| Advisory Services Network, LLC | 0.03% | Add +72.2% | 65,168 | $2.3M |
| Waverly Advisors, LLC | 0.02% | No change | 64,799 | $2.2M |
| Abacus Planning Group, Inc. | 0.29% | Add +20.9% | 62,018 | $2.1M |
| Nalls Sherbakoff Group, LLC | 1.57% | Reduce -3.0% | 61,857 | $2.1M |
| Citigroup Inc. | 0.00% | Add +120.5% | 61,668 | $2.1M |
| Security Financial Services, INC. | 0.34% | Add +5.4% | 61,493 | $2.1M |
| VeraBank, N.A. | 0.39% | Reduce -0.6% | 61,108 | $2.1M |
| Warburton Capital Management, LLC | 1.02% | Add +0.1% | 56,933 | $2.1M |
| Parallel Advisors, LLC | 0.04% | Add +0.4% | 60,026 | $2.1M |
| Merit Financial Group, LLC | 0.02% | Add +481.4% | 58,793 | $2.0M |
| Smartleaf Asset Management LLC | 0.07% | Reduce -3.2% | 60,374 | $2.0M |
| Cerity Partners LLC | 0.00% | New | 58,242 | $2.0M |
| Northern Trust Corp. | 0.00% | Add +629.6% | 57,530 | $2.0M |
| Essential Planning, LLC. | 0.63% | Add +19.2% | 57,009 | $2.0M |
| Perigon Wealth Management, LLC | 0.04% | Add +3.5% | 56,202 | $1.9M |
| Nwam LLC | 0.11% | Add +15.5% | 55,026 | $1.9M |
| Navigate Wealth Management, LLC | 1.33% | — | 50,050 | $1.9M |
| Breakwater Capital Group | 0.25% | Add +9.3% | 54,703 | $1.9M |
| Financial Alternatives, Inc | 1.02% | Reduce -3.2% | 54,700 | $1.9M |
| Sprinkle Financial Consultants LLC | 0.87% | Reduce -3.3% | 54,353 | $1.9M |
| BDFS Capital LLC | 0.89% | Add +5.4% | 53,745 | $1.9M |
| RTD Financial Advisors, Inc. | 0.22% | Add +157.7% | 52,622 | $1.8M |
| Savvy Advisors, Inc. | 0.05% | Add +7.5% | 52,182 | $1.8M |
| Torren Management, LLC | 0.89% | Add +2.1% | 51,992 | $1.8M |
| Vestment Financial LLC | 0.85% | Reduce -5.7% | 46,821 | $1.8M |
| Pinney & Scofield, Inc. | 0.97% | Add +0.5% | 51,929 | $1.8M |
| Ballast Financial Advisors LLC | 1.83% | Add +0.0% | 51,598 | $1.8M |
| Applied Capital LLC | 0.66% | Reduce -0.6% | 51,287 | $1.8M |
| Lodestone Wealth Management LLC | 0.69% | Add +3.0% | 50,748 | $1.8M |
| Royal Bank of Canada | 0.00% | Add +46.2% | 49,903 | $1.7M |
| Entrewealth, LLC | 0.77% | Add +0.0% | 49,703 | $1.7M |
| Avise Financial Cooperative, Inc. | 1.42% | Add +29.1% | 49,358 | $1.7M |
| Index Fund Advisors, Inc. | 0.08% | Add +260.7% | 48,699 | $1.7M |
| Core Wealth Management, Inc. | 0.51% | Reduce -3.5% | 48,622 | $1.7M |
| Enzi Wealth | 0.58% | Reduce -10.1% | 48,580 | $1.7M |
| Approach Retirement Advisors, LLC | 1.35% | Reduce -1.6% | 46,821 | $1.6M |
| Up Strategic Wealth Investment Advisors LLC | 0.99% | Add +11.6% | 39,278 | $1.6M |
| Strathmore Capital Advisors, Inc. | 0.44% | Add +63.9% | 40,580 | $1.6M |
| Meritas Wealth Management, LLC | 0.71% | Add +12.1% | 45,313 | $1.6M |
| FMB Wealth Management | 0.64% | Reduce -1.3% | 44,790 | $1.5M |
| Ariadne Wealth Management, LP | 0.69% | Add +2.3% | 44,516 | $1.5M |
| Elite Life Management LLC | 1.87% | Add +31.6% | 36,493 | $1.5M |
| Aegis Wealth Management LLC | 0.85% | Reduce -1.1% | 42,972 | $1.5M |
| Jones Financial Companies LLLP | 0.00% | Add +0.0% | 43,966 | $1.5M |
| UBS Group AG | 0.00% | Add +3804.5% | 42,520 | $1.5M |
| Empire Financial Management Company, LLC | 0.33% | Add +8.0% | 42,519 | $1.5M |
| Poinciana Advisors Group, LLC | 1.16% | Add +0.8% | 42,418 | $1.5M |
| Wedmont Private Capital | 0.05% | Add +0.1% | 38,988 | $1.4M |
| Brown Advisory Inc. | 0.00% | Add +4.2% | 40,305 | $1.4M |
| Integras Partners LLC | 0.90% | New | 39,750 | $1.4M |
| Vise Technologies, Inc. | 0.03% | No change | 41,013 | $1.4M |
| Live Oak Private Wealth LLC | 0.19% | Add +2.3% | 39,067 | $1.3M |
| Two West Capital Advisors LLC | 0.71% | Add +4.9% | 35,172 | $1.3M |
| Corus Family Wealth Advisors | 1.08% | No change | 38,384 | $1.3M |
| Renaissance Technologies | 0.00% | New | 38,000 | $1.3M |
| AssuredPartners Investment Advisors, LLC | 0.14% | Add +8.8% | 36,841 | $1.3M |
| First Financial Group Corp | 1.04% | Add +11.0% | 36,880 | $1.3M |
| Tru Independence Asset Management 2, LLC | 0.78% | Reduce -1.1% | 36,614 | $1.3M |
| Belleair Asset Management, LLC | 1.15% | Add +18.6% | 36,569 | $1.3M |
| Summit Financial, LLC | 0.02% | New | 36,290 | $1.3M |
| Red Lighthouse Investment Management, LLC | 0.42% | Reduce -2.8% | 35,788 | $1.2M |
| Signet Financial Management, LLC | 0.14% | Add +0.1% | 35,493 | $1.2M |
| GeoWealth Management, LLC | 0.04% | Add +32.7% | 35,125 | $1.2M |
| SageView Advisory Group, LLC | 0.04% | Reduce -5.5% | 34,478 | $1.2M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +23.8% | 34,049 | $1.2M |
| Morris Financial Concepts, Inc. | 0.39% | Reduce -9.9% | 33,476 | $1.2M |
| Fiduciary Financial Advisors | 1.00% | — | 32,458 | $1.1M |
| 25 LLC | 0.33% | Add +1.3% | 31,340 | $1.1M |
| Bayshore Asset Management, LLC | 0.42% | Add +7.7% | 30,800 | $1.1M |
| Sterling Wealth Advisors Inc | 0.60% | Add +0.0% | 27,543 | $1.1M |
| Dala Group, LLC | 0.88% | Reduce -0.3% | 30,552 | $1.1M |
| Gemmer Asset Management LLC | 0.08% | Reduce -1.3% | 30,158 | $1.0M |
| Canvas Wealth Advisors, LLC | 0.18% | Add +78.7% | 30,011 | $1.0M |
| Clear Creek Financial Management, LLC | 0.08% | Add +4.4% | 28,754 | $993K |
| Daner Wealth Management, LLC | 0.58% | Add +36.4% | 24,967 | $991K |
| Firethorn Wealth Partners, LLC | 0.36% | Reduce -4.9% | 28,551 | $986K |
| Rf&l Wealth Management, LLC | 0.74% | Reduce -0.6% | 28,540 | $986K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -59.6% | 27,827 | $961K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.1% | 43,821 | $955K |
| Werba Rubin Papier Wealth Management | 0.13% | Add +25.8% | 27,196 | $940K |
| Legacy Capital Wealth Partners, LLC | 0.19% | Add +25.3% | 27,196 | $940K |
| Harbour Investments, Inc. | 0.01% | Add +217.5% | 27,019 | $934K |
| CreativeOne Wealth, LLC | 0.02% | Add +14.1% | 26,959 | $931K |
| Altiora Financial Group, LLC | 0.15% | Add +3.5% | 26,860 | $928K |
| Valmark Advisers, Inc. | 0.01% | New | 26,395 | $912K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -0.3% | 26,302 | $909K |
| Beacon Financial Advisory LLC | 0.20% | Add +12.3% | 26,084 | $901K |
| marrick wealth, LLC | 0.74% | No change | 25,615 | $885K |
| Lauterbach Financial Advisors, LLC | 0.42% | Add +5.5% | 24,626 | $851K |
| Mission Wealth Management, LP | 0.02% | Add +121.2% | 23,769 | $821K |
| Burney Co./ | 0.03% | Add +8.4% | 23,666 | $818K |
| Selective Wealth Management, Inc. | 0.24% | New | 21,370 | $814K |
| Glenmede Trust Co. NA | 0.00% | Add +194.9% | 23,473 | $811K |
| Signaturefd, LLC | 0.01% | Add +585.3% | 22,745 | $786K |
| Ridgeline Wealth, LLC | 0.56% | Reduce -0.5% | 22,508 | $778K |
| Flputnam Investment Management Co. | 0.01% | Add +1.4% | 21,982 | $759K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +11.8% | 21,894 | $757K |
| Blossom Wealth Management | 1.10% | Add +2.6% | 21,474 | $742K |
| Private Advisor Group, LLC | 0.00% | Reduce -0.9% | 21,363 | $738K |
| RB Capital Management, LLC | 0.16% | Add +14.6% | 21,339 | $737K |
| Higgins & Schmidt Wealth Strategies LLC | 0.33% | Add +27.0% | 20,748 | $717K |
| AE Wealth Management LLC | 0.00% | Add +487.3% | 20,686 | $715K |
| Modera Wealth Management, LLC | 0.01% | Add +0.0% | 20,539 | $710K |
| GEM Asset Management, LLC | 0.31% | Add +5.1% | 20,147 | $696K |
| Oath Planning, LLC | 0.61% | Reduce -2.3% | 19,830 | $685K |
| E6 Portfolios, LLC | 0.71% | Add +0.2% | 19,579 | $676K |
| Brookstone Capital Management | 0.01% | Add +59.7% | 19,470 | $673K |
| Disciplined Investments, LLC | 0.24% | Reduce -3.5% | 19,341 | $668K |
| Arkadios Wealth Advisors | 0.01% | Add +1.1% | 19,132 | $661K |
| USAdvisors Wealth Management, LLC | 0.22% | Reduce -2.3% | 19,601 | $655K |
| Andrews, Lucia Wealth Management LLC | 0.38% | Reduce -5.8% | 18,547 | $641K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -1.2% | 18,455 | $638K |
| Oceanside Advisors LLC | 0.36% | Add +1.2% | 18,238 | $630K |
| Chico Wealth RIA | 0.38% | No change | 18,235 | $630K |
| Flow Traders U.S. LLC | 0.02% | New | 17,571 | $607K |
| Drucker Wealth 3.0, LLC | 0.10% | Reduce -7.0% | 17,390 | $601K |
| FMR LLC | 0.00% | Add +2.5% | 17,381 | $601K |
| Gordian Advisors LLC | 0.40% | Add +4.8% | 17,294 | $598K |
| Cogent Private Wealth, Inc. | 0.43% | No change | 17,253 | $596K |
| Garde Capital, Inc. | 0.03% | New | 16,265 | $562K |
| Opulen Financial Group LLC | 0.40% | Add +31.5% | 16,247 | $561K |
| NorthCrest Asset Manangement, LLC | 0.02% | Reduce -27.3% | 16,158 | $558K |
| Seven Mile Advisory | 0.40% | No change | 16,067 | $555K |
| Rockefeller Capital Management L.P. | 0.00% | Add +26.3% | 16,048 | $554K |
| Tortoise Investment Management, LLC | 0.05% | Add +0.0% | 15,953 | $551K |
| Quad-Cities Investment Group, LLC | 0.22% | Reduce -4.2% | 15,869 | $548K |
| Wealth Management Nebraska | 0.06% | New | 15,776 | $545K |
| Choreo, LLC | 0.01% | New | 15,713 | $543K |
| Geometric Wealth Advisors | 0.07% | No change | 15,709 | $543K |
| Broadhurst Jeffrey B | 0.56% | Reduce -4.8% | 15,693 | $542K |
| Tred Avon Family Wealth, LLC | 0.18% | New | 15,464 | $534K |
| Quantinno Capital Management LP | 0.00% | Reduce -43.0% | 15,366 | $531K |
| Cresset Asset Management, LLC | 0.00% | Add +58.2% | 15,210 | $526K |
| Equitable Holdings, Inc. | 0.00% | Add +0.0% | 15,671 | $518K |
| Caprock Group, LLC | 0.01% | No change | 14,957 | $517K |
| True Wealth Design, LLC | 0.14% | Reduce -3.6% | 14,795 | $511K |
| Bessemer Group Inc. | 0.00% | No change | 14,600 | $504K |
| Astra Wealth Partners LLC | 0.31% | Reduce -10.9% | 14,425 | $498K |
| Lam Group, Inc. | 0.27% | Add +0.0% | 14,305 | $494K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Add +100.0% | 14,210 | $491K |
| Cetera Investment Advisers | 0.00% | Add +32.8% | 13,857 | $479K |
| Morling Financial Advisors, LLC | 0.15% | Reduce -5.0% | 13,807 | $477K |
| Xcelsior Advisor Partners LLC | 0.18% | Add +3.1% | 13,762 | $475K |
| Independent Financial Group, LLC | 0.01% | New | 13,723 | $474K |
| Global Financial Private Client, LLC | 0.15% | New | 13,581 | $469K |
| IF Advisors, LLC | 0.33% | New | 13,525 | $467K |
| Fortis Capital Management LLC | 0.06% | Reduce -14.3% | 13,180 | $455K |
| Citizens & Northern Corp. | 0.11% | No change | 12,833 | $443K |
| Aurelius Family Office LLC | 0.19% | No change | 12,421 | $429K |
| Evoke Wealth, LLC | 0.01% | Add +39.8% | 12,312 | $425K |
| Mustard Seed Financial, LLC | 0.25% | Reduce -1.5% | 12,082 | $417K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -1.1% | 11,996 | $414K |
| Valeo Financial Advisors, LLC | 0.01% | Add +61.0% | 11,769 | $407K |
| Pure Financial Advisors, LLC | 0.01% | New | 11,607 | $401K |
| Pathstone Holdings, LLC | 0.00% | Add +0.0% | 11,573 | $400K |
| McGrath & Associates, Inc. | 0.58% | Add +5.3% | 11,375 | $393K |
| Boyce & Associates Wealth Consulting, Inc. | 0.30% | Add +6.5% | 11,325 | $391K |
| Brooklyn Investment Group | 0.01% | Add +1.9% | 11,302 | $390K |
| Signal Advisors Wealth, LLC | 0.03% | Add +57.7% | 11,179 | $386K |
| Donalies Financial Planning, LLC | 0.33% | Add +0.0% | 11,111 | $384K |
| Baker Tilly Wealth Management, LLC | 0.09% | Add +11.9% | 10,971 | $379K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 10,922 | $377K |
| TCFG Wealth Management, LLC | 0.14% | Reduce -1.1% | 10,687 | $369K |
| TCFG Investment Advisors, LLC | 0.14% | — | 10,687 | $369K |
| Lifeworks Advisors, LLC | 0.05% | Reduce -0.8% | 10,547 | $364K |
| Cascade Financial Partners, LLC | 0.04% | No change | 10,500 | $363K |
| Prospera Financial Services Inc | 0.01% | New | 10,255 | $354K |
| Blue Trust, Inc. | 0.00% | No change | 10,161 | $351K |
| Johnson Investment Counsel Inc. | 0.00% | Add +14.1% | 10,048 | $347K |
| Compass Ion Advisors, LLC | 0.03% | Add +11.7% | 9,995 | $345K |
| Disciplined Equity Management, Inc. | 0.16% | No change | 9,460 | $327K |
| Tandemgrowth Financial Advisors LLC | 0.29% | No change | 8,773 | $303K |
| Clearstead Advisors, LLC | 0.00% | Reduce -7.5% | 8,626 | $298K |
| Riverbend Wealth Management, LLC | 0.18% | Add +0.0% | 8,386 | $290K |
| Naples Global Advisors, LLC | 0.02% | No change | 8,384 | $290K |
| Stifel Financial Corp. | 0.00% | Add +2.4% | 8,201 | $283K |
| Freedom Investment Management, Inc. | 0.08% | Add +5.1% | 8,099 | $280K |
| Calton & Associates, Inc. | 0.04% | New | 7,856 | $271K |
| Wealthspire Retirement, LLC | 0.02% | Add +0.1% | 7,829 | $270K |
| Hanover Advisors Inc. | 0.11% | New | 7,765 | $268K |
| Amicus Financial Advisors, LLC | 0.07% | New | 7,623 | $263K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.09% | New | 6,831 | $263K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.11% | New | 7,440 | $257K |
| VestGen Advisors, LLC | 0.01% | Add +0.0% | 6,425 | $255K |
| Foster & Motley Inc. | 0.01% | Reduce -13.6% | 7,332 | $253K |
| OneAscent Family Office, LLC | 0.17% | Add +0.1% | 7,111 | $246K |
| Babb Wealth Advisors LLC | 0.13% | Reduce -6.6% | 6,993 | $242K |
| Silver Oak Wealth Advisors Services, LLC | 0.15% | No change | 6,900 | $238K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -1.9% | 6,814 | $235K |
| Strategic Blueprint, LLC | 0.01% | Reduce -8.3% | 6,805 | $235K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 6,745 | $233K |
| Cahill Financial Advisors Inc. | 0.02% | New | 6,586 | $228K |
| Websterrogers Financial Advisors, LLC | 0.06% | No change | 6,560 | $227K |
| Freedom Day Solutions, LLC | 0.06% | New | 6,512 | $225K |
| C M Bidwell & Associates Ltd. | 0.10% | Add +1.7% | 6,498 | $225K |
| TAGStone Capital, Inc. | 0.08% | Add +1.1% | 6,466 | $223K |
| Summit Financial Strategies, Inc. | 0.02% | Reduce -0.3% | 6,419 | $222K |
| Summit Wealth Group LLC / Co. | 0.02% | No change | 6,384 | $221K |
| Frankly Finances, LLC | 0.20% | Add +22.5% | 6,310 | $218K |
| Quantum Financial Advisors, LLC | 0.02% | New | 6,304 | $218K |
| Sunpointe, LLC | 0.07% | Reduce -5.0% | 6,288 | $217K |
| Private Trust Co. NA | 0.02% | No change | 6,282 | $217K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.04% | No change | 6,204 | $214K |
| Summit Portfolio Management, LTD. | 0.13% | — | 5,984 | $207K |
| Zhang Financial LLC | 0.01% | Reduce -11.1% | 5,892 | $204K |
| SYM FINANCIAL Corp | 0.02% | No change | 5,888 | $203K |
| Stirlingshire Investments, Inc. | 0.18% | New | 5,832 | $202K |
| Atlantic Union Bankshares Corp | 0.00% | Add +10.2% | 5,764 | $199K |
| Colonial Trust Co / SC | 0.03% | Reduce -4.5% | 5,624 | $194K |
| Glass Jacobson Investment Advisors llc | 0.06% | Add +0.0% | 5,209 | $180K |
| UMB Bank, n.a. | 0.00% | New | 4,731 | $163K |
| Keating Financial Advisory Services, Inc. | 0.03% | Add +109.2% | 4,637 | $160K |
| Millstone Evans Group, LLC | 0.10% | Add +1.2% | 4,628 | $160K |
| Wells Fargo & Company | 0.00% | Reduce -22.7% | 4,507 | $156K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -10.7% | 4,108 | $142K |
| Elevation Wealth Partners, LLC | 0.05% | Add +0.1% | 4,098 | $142K |
| Rogco, LP | 0.04% | No change | 3,887 | $134K |
| IFP Advisors, Inc | 0.00% | Add +11.3% | 3,883 | $134K |
| Vermillion Wealth Management, Inc. | 0.05% | Add +0.1% | 3,809 | $132K |
| Ares Financial Consulting, LLC | 0.10% | Add +0.8% | 3,508 | $122K |
| Fifth Third Bancorp | 0.00% | Add +56.4% | 3,278 | $113K |
| Stone House Investment Management, LLC | 0.02% | Add +0.9% | 3,150 | $109K |
| Franklin Resources Inc. | 0.00% | No change | 3,120 | $108K |
| Topsail Wealth Management, LLC | 0.01% | Add +113.6% | 2,852 | $99K |
| Keystone Financial Group, Inc. | 0.05% | Add +0.1% | 2,710 | $94K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 2,649 | $92K |
| WealthCollab, LLC | 0.04% | No change | 2,601 | $90K |
| MTM Investment Management, LLC | 0.03% | No change | 2,577 | $89K |
| Physician Wealth Advisors, Inc. | 0.01% | Add +0.1% | 2,429 | $84K |
| Forum Finance Group S.A. | 0.04% | — | 2,669 | $74K |
| Crewe Advisors LLC | 0.01% | No change | 2,084 | $72K |
| IFG Advisory, LLC | 0.19% | New | 1,904 | $66K |
| Reyes Financial Architecture, Inc. | 0.05% | New | 1,897 | $66K |
| TD Capital Management LLC | 0.01% | New | 1,820 | $63K |
| BankChampaign, National Association | 0.05% | Add +200.0% | 1,503 | $52K |
| Elevate Wealth Advisory, Inc. | 0.03% | Add +41.4% | 1,446 | $50K |
| Magnolia Wealth Management, LLC | 0.03% | New | 1,415 | $49K |
| Operose Advisors LLC | 0.01% | New | 1,408 | $49K |
| AlphaCore Capital LLC | 0.00% | No change | 1,405 | $49K |
| Vanguard Advisers Inc. | 0.00% | — | 1,268 | $44K |
| Kennebec Savings Bank | 0.03% | No change | 1,125 | $39K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 1,000 | $35K |
| Financial Connections Group, Inc. | 0.01% | New | 856 | $29K |
| Morton Brown Family Wealth, LLC | 0.01% | Add +55.5% | 684 | $24K |
| TOWER TRUST & INVESTMENT Co | 0.02% | No change | 681 | $24K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 546 | $19K |
| Medallion Wealth Advisors, LLC | 0.01% | Reduce -13.9% | 531 | $18K |
| Washington Trust Advisors, Inc. | 0.00% | Add +0.2% | 530 | $18K |
| RHL Group, LLC | 0.01% | Reduce -1.4% | 488 | $17K |
| Ascentis Independent Advisors | 0.00% | New | 486 | $17K |
| Qube Research & Technologies Ltd | 0.00% | Add +179.7% | 481 | $17K |
| Strategic Investment Solutions, Inc. | 0.00% | New | 419 | $14K |
| Assetmark, Inc. | 0.00% | No change | 380 | $13K |
| Parkside Financial Bank & Trust | 0.00% | No change | 366 | $13K |
| Aptus Capital Advisors, LLC | 0.00% | Add +1.7% | 352 | $12K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +1.7% | 352 | $12K |
| Spire Wealth Management | 0.00% | New | 333 | $12K |
| Larson Financial Group LLC | 0.00% | No change | 325 | $11K |
| Gables Capital Management Inc. | 0.00% | No change | 287 | $10K |
| Tradewinds Capital Management, LLC | 0.00% | Add +0.3% | 284 | $10K |
| Go Invest LLC | 0.00% | New | 283 | $10K |
| CoreCap Advisors, LLC | 0.00% | New | 225 | $8K |
| MAI Capital Management | 0.00% | No change | 223 | $8K |
| Coston, McIsaac & Partners | 0.00% | No change | 222 | $7K |
| Turtle Creek Wealth Advisors, LLC | 0.00% | New | 180 | $6K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 180 | $6K |
| Archer Investment Corp | 0.00% | New | 140 | $5K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 129 | $4K |
| Integrity Financial Corp | 0.00% | No change | 110 | $4K |
| LRI Investments, LLC | 0.00% | Add +134.8% | 108 | $4K |
| PNC Financial Services Group, Inc. | 0.00% | New | 89 | $3K |
| Bayban | 0.00% | New | 46 | $2K |
| Key Capital Management, INC | 0.00% | Add +8.8% | 37 | $1K |
| Global Trust Asset Management, LLC | 0.00% | No change | 30 | $1K |
| Hurley Capital, LLC | 0.00% | No change | 23 | $783 |
| Quent Capital, LLC | 0.00% | Reduce -98.8% | 2 | $69 |
"% of holder's portfolio" is DFEM's weight in each manager's 13F, not the share of Dimensional Emrg MRKT Core the manager owns.